crm for banking: innovation showcase

Your Presenters

Dennis Smith

VP of Sales dsmith@w-systems.com

Sarah Friedlander GarciaDirector of Marketing

sarah@w-systems.com

Agenda

• About W-Systems• Top 5 Ways Sugar Integrates with Banks

– Where Does CRM Fit?– Product Availability and Interest Tracking– Incentive Approval Management– Referrals– Interaction Management

• Q&A

• SugarCRM Elite Partner• Worldwide Top 5 SugarCRM Partner• Focus on CRM and Marketing

Automation since 1996 • 1,000 CRM Deployments over 20 years

About W-Systems

Customer Information Platform

View of Your Customers

• Surface pertinent information, sell proactively and avoid surprises.

• Know your customers inside and out with interaction management across the extended customer team.

• Quickly understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel activity.

Where Does CRM Fit?

• Integrate Sugar at the core of all your banking applications including:– One platform, all required information– Contextual dashboards to surface relevant

information– Business process automation (ex. New

Customer Onboarding)– View of marketing initiatives and interactions – Drive connections based on workflow logic– Allow users to control the CRM interface based

on their role

Product Availability and Interest Tracking

• With product availability and interest tracking in Sugar, you can present new products that are available based on the product profile of a customer in real time.

• Sugar extends the ability to track the interest in a product presented to the customer.

Incentive Approval Management

• View incentives currently available for promotion

• Central portal to display personal or team progress of goals

• Current compensation earned inside of a period of time

Referrals

• Allow users within the bank to issue and track referrals between business units.

• Distinct Dashboards and Alerts will notify the assigned business unit of the referral.

• All referrals are tracked to ensure sure that the assigned Business Unit has received the referral.

• This allows increased communication between departments by over 20%. More Referrals = More Money.

Interaction Management

• General correspondence (email activity)• Specific questions:

– Who was the last person you spoke with?– Who was the last person that had contact with

this customer?– What is the next step in follow-up?– Are there any open issues?

Questions and Answers

This event is being recorded. The recording will be posted on the W-Systems SugarCRM blog 24-48 hours post webinar, and a link will be sent out to all registrants.

Dennis Smith

W-Systems Corp. dsmith@

w-systems.com

Sarah Friedlander GarciaW-Systems Corp.

sarah@w-systems.com

Contact Information